- Collaborated across departments to identify opportunities for process improvements and increased efficiency.
-Ensure approval of ACH's, wires, journals and account transfers comply with all regulations, policies and procedures
- Efficiently process clients transactions, problems and inquiries
-Answer direct, telephonic or email questions from staff regarding processing procedures and required documentation
-Demonstrate and apply knowledge of adherence to FINRA, FDIC and FCC policy's and procedures
-Consistently applied strong decision making techniques pertaining to inquiries, approvals, and requests as they apply to existing policies and procedures.
- Completed clerical tasks such as filing, copying, and distributing mail.
- Developed and maintained spreadsheets in Excel to track and chart information such as invoice payments and materials requested for audits
-Provided clerical support to company employees by copying, faxing, and filing documents.
-Handled sensitive information with discretion, ensuring confidentiality and maintaining trust within the office.
- Processed incoming correspondence promptly while maintaining an organized workspace.
-Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
-Managed multiple tasks and met time-sensitive deadlines.
- Maintained targeted caseload hours of therapy per week to meet billable hours
- Abide by the RBT ethics code
- Provide direct 1:1 or small group therapy to children and young adults under direction of a board certified behavior analyst
- Collect and maintain accurate records of client performance through data collection and insurance notes in an online data collection platform
- Ensure billing for all appointments through online platform session conversion with in a specific time
- Coordinated with medical and paramedical professionals to provide appropriate input and effectively formulate and implement treatment plans for patients.